We have AE training every Monday and Friday at 2:00 pm ET; and a self-paced module to be done between the two. The training is designed to be taken in order, however it does not have to be in the same week. As there is homework and the sessions build on each other, we recommend the new Seller having some accounts before taking the training. Click on the link you need below to join the training.
Phase 1 : Overview and Account List
Will involve an overview of the system and the basics of logging in, system navigation and maintenance, requesting accounts, add/edit contacts, Strategic Account Management.
Phase 2 - Reports - SELF PACED
Brief review of Phase I including Q&A. Concentrate on reports including monthly billing, Y-Y comparisons, non-returning reports) followed by Q&A.
Phase 3 - Pendings/Forecasting
Concentration on entering and managing pending business and sales activity for the seller. Will also cover the calendar and activity management as well as the reports which impact these systems.
Training Registration Links:
NOTE: We will not have AE training the week of June 29th in honor of July 4th. We will resume the AE trainings Monday, July 6th, 2020.
Here are the links you will need to use for our AE trainings.
AE 1-Overview of Home Page, Navigation tabs and account List page: https://meetings.ringcentral.com/j/1486651053
AE 2-Self Paced Link: https://i.chmln.co/c/AOfWC0jFT2neACHk
AE 3-Pending, Activity Sync and Activities: https://meetings.ringcentral.com/j/1491356037